SSG
FUR

Summit Securities Group’s WINTHROP REALTY TRUST SHS BENE INT (NEW) FUR Stock Holding History

Summit Securities Group’s Portfolio FUR Stock Details FUR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-17,200
Closed -$264K – 857
2014
Q2 		$264K Buy
+17,200
New +$238K 0.09% 138

Other funds holding FUR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
ICM
Indaba Capital Management San Francisco, California $33.8M AUM 33.83% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
RC
Roundview Capital Princeton, New Jersey $1.61B AUM 16.92% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return

Summit Securities Group's FUR Position: Q3 2014 in Review

Summit Securities Group sold out of WINTHROP REALTY TRUST SHS BENE INT (NEW) (FUR) in Q3 2014, closing a stake of 17,200 shares — an estimated $264K sold.

Summit Securities Group first reported a position in FUR in Q2 2014 and held it in 1 quarter. The position peaked at $264K in Q2 2014. 107 funds tracked by Wall St. Rank hold FUR as of Q3 2014.

  • Summit Securities Group reported no remaining WINTHROP REALTY TRUST SHS BENE INT (NEW) position as of Q3 2014 after selling out during the quarter.
  • Summit Securities Group sold 17,200 WINTHROP REALTY TRUST SHS BENE INT (NEW) shares in Q3 2014, an estimated $264K.
  • Summit Securities Group first reported a position in WINTHROP REALTY TRUST SHS BENE INT (NEW) in Q2 2014 and held it in 1 quarter.
  • Summit Securities Group's WINTHROP REALTY TRUST SHS BENE INT (NEW) position peaked at $264K in Q2 2014.
  • 107 funds tracked by Wall St. Rank held WINTHROP REALTY TRUST SHS BENE INT (NEW) as of Q3 2014.

Based on Summit Securities Group's 13F filing for Q3 2014, filed 13 Nov 2014.